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WMS Partners’s Otis Worldwide OTIS Stock Holding History

WMS Partners’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-4,593
Closed -$287K – 248
2020
Q3 		$287K Sell
4,593
-1,190
-21% -$72.8K 0.06% 180
2020
Q2 		$329K Buy
+5,783
New +$300K 0.07% 153

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

WMS Partners's OTIS Position: Q4 2020 in Review

WMS Partners sold out of Otis Worldwide (OTIS) in Q4 2020, closing a stake of 4,593 shares — an estimated $287K sold.

WMS Partners first reported a position in OTIS in Q2 2020 and held it in 2 quarters. The position peaked at $329K in Q2 2020. 1,165 funds tracked by Wall St. Rank hold OTIS as of Q4 2020.

  • WMS Partners reported no remaining Otis Worldwide position as of Q4 2020 after selling out during the quarter.
  • WMS Partners sold 4,593 Otis Worldwide shares in Q4 2020, an estimated $287K.
  • WMS Partners first reported a position in Otis Worldwide in Q2 2020 and held it in 2 quarters.
  • WMS Partners's Otis Worldwide position peaked at $329K in Q2 2020.
  • 1,165 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2020.

Based on WMS Partners's 13F filing for Q4 2020, filed 12 Feb 2021.